Plumb

Dont take your business here. Incredibly slow, poor customer service. We have been loyal customers for many years and asked to rescope and reduce our services while maintaining our relationship. Its been six weeks and no new scope has been provided. It took them over four weeks to provide a log in to our quickbooks account, and then we got a separate bill for that when we were paying over 2k per month for their lackluster services. The only great employee there is Sandra. During the transition period, as a customer, I expected their team to: 1. Provide a new proposal promptly (1 week at max - that would still be late compared with the promise of "end of the day"); it's been 6 weeks -- still no proposal has been provided. 2. Provide Quickbooks login credentials promptly (1 week at max); it took over 4 weeks. In the conversation it sounded like we should have had these years ago. 3. Give us guidance on the transition period and set expectations for when the current scope will end and the new scope will begin. No guidance has been provided nor expectations set. Instead, I have had to check in multiple times and repeatedly request fulfillment of the promised updated proposal. 4. Provide the promised Quickbooks training to ensure our successful transition to a reduced scope - nothing has been scheduled. 5. Check in with us to see how the reduced scope is working for us - clearly hasn't happened since the scope has yet to be renegotiated.
Mar 21st, 2024

I'm so disappointed I have to write this review as things started out good and then made a turn for the worst in the past year. Now, I'm no longer working with Plumb. I hired Plumb for my business accounting after having a relationship with their team for a few years. That business relationship only lasted a short few months as there were constant deadlines that weren't being met, charging of fees without prior approval and a plain lack of account management from their side/driving projects forward. They charge a premium price and with that the service was NOT on par. The most disappointing was that when I told them I was leaving due to poor account management, the account manager didn't bother hearing WHY I was leaving and failed to offer any solution. Her boss didn't even reach out to try to make better. Years of a relationship down the drain. For anyone looking for an accounting service, I'd recommend that you use another company. Their team seems to be very overworked with many accounts their managing each and with that the quality has gone down significantly.
Dec 25th, 2022

This business is a potential scam. Please be aware of their inability to communicate or comprehend clearly information stated multiple times.
Apr 13th, 2022

Great staff hope to working with them in the near future
Jan 31st, 2020

If you're looking to streamline your accounting and bookkeeping needs, TAG is a great resource. They help business owners with their outsourced accounting needs, from bookkeeping to Controller-level financial reviews. Companies can save time and money by outsourcing their accounting to TAG. They also offer TAG Family CFO and family office services, such as bill pay, personal reporting and accounting. Many high-net-worth families can benefit from TAG Family CFO by outsourcing their bookkeeping and bill pay needs to a reliable firm like TAG. Receive great service and work with a trusted firm - located in the heart of downtown La Jolla and they even have offices in Rancho Santa Fe and Newport Beach, California.
Oct 21st, 2018